Coatue Management portfolio · 2012-12-31
Disclosed long book
$6.08 billion
Long positions
56
Calls / puts
0 / 0
Top 5 concentration
44.6%
Longs with AI data
0 / 56
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
EQUINIX INC EQUINIX INC · COM NEW · 29444U502 | LONG | 4,163,477 | $858.5 million | 14.1% | INCREASED | — | 1Y — 5Y — |
VIRGIN MEDIA INC VIRGIN MEDIA INC · COM · 92769L101 | LONG | 16,109,508 | $592.0 million | 9.7% | INCREASED | — | 1Y — 5Y — |
TIME WARNER INC TIME WARNER INC · COM NEW · 887317303 | LONG | 10,150,523 | $485.5 million | 8.0% | NEWLY REPORTED | — | 1Y — 5Y — |
LIBERTY GLOBAL INC LIBERTY GLOBAL INC · COM SER A · 530555101 | LONG | 6,864,097 | $432.2 million | 7.1% | INCREASED | — | 1Y — 5Y — |
APPLE INC APPLE INC · COM · 037833100 | LONG | 642,857 | $342.1 million | 5.6% | REDUCED | — | 1Y — 5Y — |
PRICELINE GRP INC PRICELINE GRP INC · COM NEW · 741503403 | LONG | 523,997 | $325.1 million | 5.3% | INCREASED | — | 1Y — 5Y — |
TIME WARNER CABLE INC TIME WARNER CABLE INC · COM · 88732J207 | LONG | 3,341,645 | $324.8 million | 5.3% | NEWLY REPORTED | — | 1Y — 5Y — |
GOOGLE INC GOOGLE INC · CL A · 38259P508 | LONG | 420,661 | $297.6 million | 4.9% | REDUCED | — | 1Y — 5Y — |
NEWS CORP NEWS CORP · CL A · 65248E104 | LONG | 11,276,861 | $287.7 million | 4.7% | NEWLY REPORTED | — | 1Y — 5Y — |
VIACOM INC NEW VIACOM INC NEW · CL B · 92553P201 | LONG | 2,610,262 | $137.7 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
TRIPADVISOR INC TRIPADVISOR INC · COM · 896945201 | LONG | 3,277,119 | $137.4 million | 2.3% | NEWLY REPORTED | — | 1Y — 5Y — |
Informatica Corp Informatica Corp · COM · 45666Q102 | LONG | 4,516,513 | $136.9 million | 2.3% | INCREASED | — | 1Y — 5Y — |
AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC · COM · 00971T101 | LONG | 3,301,129 | $135.0 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SIRIUS XM RADIO INC SIRIUS XM RADIO INC · COM · 82967N108 | LONG | 45,794,813 | $132.3 million | 2.2% | REDUCED | — | 1Y — 5Y — |
VERISIGN INC VERISIGN INC · COM · 92343E102 | LONG | 3,233,605 | $125.5 million | 2.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CBS CORP NEW CBS CORP NEW · CL B · 124857202 | LONG | 3,117,685 | $118.6 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 1,277,633 | $118.3 million | 1.9% | INCREASED | — | 1Y — 5Y — |
HAIN CELESTIAL GROUP INC HAIN CELESTIAL GROUP INC · COM · 405217100 | LONG | 1,897,916 | $102.9 million | 1.7% | NEWLY REPORTED | — | 1Y — 5Y — |
AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW · COM · 03027X100 | LONG | 1,313,752 | $101.5 million | 1.7% | REDUCED | — | 1Y — 5Y — |
LINKEDIN CORP LINKEDIN CORP · COM CL A · 53578A108 | LONG | 566,041 | $65.0 million | 1.1% | REDUCED | — | 1Y — 5Y — |
CHARTER COMMUNICATIONS INC D CHARTER COMMUNICATIONS INC D · CL A NEW · 16117M305 | LONG | 833,086 | $63.5 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
EBAY INC EBAY INC · COM · 278642103 | LONG | 1,236,389 | $63.1 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
FIRST SOLAR INC FIRST SOLAR INC · COM · 336433107 | LONG | 1,964,696 | $60.6 million | 1.0% | NEWLY REPORTED | — | 1Y — 5Y — |
NII HLDGS INC NII HLDGS INC · CL B NEW · 62913F201 | LONG | 7,243,390 | $51.6 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
ATMEL CORP ATMEL CORP · COM · 049513104 | LONG | 5,956,396 | $39.0 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
JOY GLOBAL INC JOY GLOBAL INC · COM · 481165108 | LONG | 587,740 | $37.5 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
GROUPON INC GROUPON INC · COM CL A · 399473107 | LONG | 7,479,338 | $36.4 million | 0.6% | INCREASED | — | 1Y — 5Y — |
SILICON LABORATORIES INC SILICON LABORATORIES INC · COM · 826919102 | LONG | 811,054 | $33.9 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 124,994 | $31.4 million | 0.5% | REDUCED | — | 1Y — 5Y — |
RESEARCH IN MOTION LTD RESEARCH IN MOTION LTD · COM · 760975102 | LONG | 2,553,791 | $30.3 million | 0.5% | UNCHANGED | — | 1Y — 5Y — |
HERBALIFE LTD HERBALIFE LTD · COM USD SHS · G4412G101 | LONG | 850,000 | $28.0 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
SUPERVALU INC SUPERVALU INC · COM · 868536103 | LONG | 10,156,364 | $25.1 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
BAIDU INC BAIDU INC · SPON ADR REP A · 056752108 | LONG | 245,314 | $24.6 million | 0.4% | REDUCED | — | 1Y — 5Y — |
POLYCOM INC POLYCOM INC · COM · 73172K104 | LONG | 2,049,497 | $21.4 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
F5 NETWORKS INC F5 NETWORKS INC · COM · 315616102 | LONG | 192,600 | $18.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MELLANOX TECHNOLOGIES LTD MELLANOX TECHNOLOGIES LTD · SHS · M51363113 | LONG | 296,610 | $17.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DISCOVERY COMMUNICATNS NEW DISCOVERY COMMUNICATNS NEW · COM SER A · 25470F104 | LONG | 265,238 | $16.8 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 600,000 | $16.0 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
CTRIP COM INTL LTD CTRIP COM INTL LTD · AMERICAN DEP SHS · 22943F100 | LONG | 693,079 | $15.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
VISA INC VISA INC · COM CL A · 92826C839 | LONG | 103,256 | $15.7 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 31,714 | $15.6 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DISNEY WALT CO DISNEY WALT CO · COM DISNEY · 254687106 | LONG | 311,436 | $15.5 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
NOKIA CORP NOKIA CORP · SPONSORED ADR · 654902204 | LONG | 3,899,904 | $15.4 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
DIGITAL RLTY TR INC DIGITAL RLTY TR INC · COM · 253868103 | LONG | 225,100 | $15.3 million | 0.3% | NEWLY REPORTED | — | 1Y — 5Y — |
AUTOZONE INC AUTOZONE INC · COM · 053332102 | LONG | 41,844 | $14.8 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
YELP INC YELP INC · CL A · 985817105 | LONG | 735,222 | $13.9 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
DONNELLEY R R & SONS CO DONNELLEY R R & SONS CO · COM · 257867101 | LONG | 1,486,394 | $13.4 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
PITNEY BOWES INC PITNEY BOWES INC · COM · 724479100 | LONG | 1,235,204 | $13.1 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
LEVEL 3 COMMUNICATIONS INC LEVEL 3 COMMUNICATIONS INC · COM NEW · 52729N308 | LONG | 509,122 | $11.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
SYNCHRONOSS TECHNOLOGIES INC SYNCHRONOSS TECHNOLOGIES INC · COM · 87157B103 | LONG | 460,247 | $9.7 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
LOGITECH INTL S A LOGITECH INTL S A · SHS · H50430232 | LONG | 1,125,376 | $8.5 million | 0.1% | INCREASED | — | 1Y — 5Y — |
LIBERTY GLOBAL INC LIBERTY GLOBAL INC · COM SER C · 530555309 | LONG | 129,515 | $7.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
NUTRI SYS INC NEW NUTRI SYS INC NEW · COM · 67069D108 | LONG | 728,383 | $6.0 million | 0.1% | INCREASED | — | 1Y — 5Y — |
STEC INC STEC INC · COM · 784774101 | LONG | 1,000,000 | $4.9 million | 0.1% | INCREASED | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · CL A · 98138H101 | LONG | 76,500 | $4.2 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
QUINSTREET INC QUINSTREET INC · COM · 74874Q100 | LONG | 526,593 | $3.5 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |